Business Advisory and Outsourced CFO Services

Helping You and Your Team be Successful

Our business advisory and outsourced chief financial officer (CFO) services are designed to help you maximize your time so that you can focus on your business and meet your business goals. We know that for your organization to be successful it must be able to focus on delivering its core products or services, while trusting that its financial house is in order. We can help you sort through and manage the challenges you are facing so that you can meet your business goals.

Our Advisory and CFO Services Include:


Business Strategy and Project Management:

We combine a deep understanding of your business operations with access to technical resources. Our goal is to ensure that your project will be impactful, on time and on budget.As part of these services we will help you with the following:

  • Provide relevant technical expertise
  • Problem solve and answer questions along the way
  • Organize and assign tasks to appropriate personnel
  • Establish timelines and communication parameters
  • Develop key performance indicators that will be tracked along the entire project
Business Strategy and Corporate Finance:
We help companies navigate their corporate finance needs as they seek to affect mergers, acquisitions, divestitures or other major corporate shifts. We help clients in:​
  • Capital Sourcing
  • Debt restructuring
  • Financial Planning
  • Preparing and evaluating financial projections/budgets

Turnaround Services:

We seek to be a key participant in your turnaround program. We obtain a deep understanding of your business so that we can objectively find unbiased solutions using key performance indicators (KPI’s) that are relevant to your company and industry. Our turnaround services include:

  • Helping to establish a business plan is crucial to a turnaround strategy, including preparing documentation, preforming diagnostic reviews and operational audits, and developing systems for financial reporting and internal control.
  • Assessing the financial implications of alternate intermediate- and long-term turnaround strategies
  • Creating systems and oversight controls to effect proper resource allocation, and impart the image of responsibility and credibility to outside financial intermediaries during the turnaround process.

Succession Planning:

We seek to help you navigate the various considerations that are part of selling or transitioning your successful business. There is no one size fits all to these considerations and we work closely with you to ensure that your business will be properly transitioned and provide you with the best return for your future. A good succession plan will help you be in control of the outcome as much as possible. Including in our succession planning are services related to:

  • Assessing your business, helping you prepare and guiding you through your decision.
  • Our internal and external professionals will help you navigate the following:
    • Valuation of your business
    • Transaction and advisory Services
    • Mergers and acquisitions
    • Transferring your business to a family member

Other CFO Services:

  • Accounting and bookkeeping
  • Organizational Development
  • Business process improvement
  • Benchmarking and financial metrics (KPI’s)
  • Financial projections, models and budgets